Firm Based in San Francisco, California Offers Tailored Solutions for
High Net Worth Individuals
SAN FRANCISCO–(BUSINESS WIRE)–Optas, LLC, headquartered in San Francisco, CA, today announced its
launch as an independent Registered Investment Advisor (RIA). The firm
will continue to manage the specialized and complex needs of
first-generation wealth creators and self-made earners.
The team is led by co-founders Fritz Glasser, CIMA® and
Meghan Railey, CFP®. Meghan Railey was named to the 2017
Forbes/SHOOK Ranking of America’s Top-500 Next Generation Wealth
Advisors.
Among the other team members are Michael Berger, Chief Operations
Officer and Chief Compliance Officer; Paul van den Tempel, Senior
Investment Analyst; and Ryan Klippel, Associate Financial Planner.
“Our team has decades of experience with self-made earners and
first-generation wealth creators. We’re excited to continue being expert
problem-solvers on behalf of the newly wealthy,” said Fritz Glasser, Co-
Founder. “Optas strives to serve as the rock and sanity-check for our
clients, helping them balance their life and financial goals.”
“After exploring our options, launching as an RIA was the natural
progression. This decision provides us with the flexibility to work
directly with our clients and tailor our service offering to meet their
evolving needs,” said Meghan Railey, Co-Founder. “Our clients’ new-found
wealth touches every facet of their lives. We’re well-equipped to help
them navigate whatever complexities come their way.”
Optas has formed strategic relationships with some of the leading
providers in the industry, including Fidelity Clearing & Custody
Solutions® which will act as the primary custodian for their
clients’ investment assets.
“Optas goes above and beyond to help guide the newly wealthy toward
success,” said David Canter, head of the RIA segment for Fidelity
Clearing & Custody Solutions. “The team knows that it’s about more than
just investment, estate, or tax planning. It’s the experience and
insights they offer around things like privacy and security, helping
their clients navigate relationships and coordinating with specialists
that have made the difference.”
About Optas, LLC
Optas manages the specialized and complex needs of first-generation
wealth creators and self-made earners. Optas, LLC is an Independent
Registered Investment Advisor Based in San Francisco, CA. For more
information, please visit http://optascapital.com
Fidelity Investments is an independent company, unaffiliated with Optas.
Fidelity Investments is a service provider to Optas, LLC. There is no
form of legal partnership, agency affiliation, or similar relationship
between your financial advisor and Fidelity Investments, nor is such a
relationship created or implied by the information herein. Fidelity
Investments has not been involved with the preparation of the content
supplied by Optas and does not guarantee, or assume any responsibility
for, its content. The experience of Optas may not be representative of
the experiences of all customers and is not indicative of future
success. Fidelity Investments is a registered service mark of FMR LLC.
Fidelity Clearing & Custody Solutions® provides clearing,
custody, and other brokerage services through National Financial
Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
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Contacts
Meghan Railey, Optas
[email protected]
